HFS
IVW icon

Hopwood Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hopwood Financial Services’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.46M Hold
17,913
– – 1.43% 14
2026
Q1 		$2.03M Sell
17,913
-25
-0.1% -$3.01K 1.37% 16
2025
Q4 		$2.21M Sell
17,938
-25
-0.1% -$3.06K 1.56% 15
2025
Q3 		$2.17M Sell
17,963
-2,300
-11% -$265K 1.45% 16
2025
Q2 		$2.23M Hold
20,263
– – 1.74% 13
2025
Q1 		$1.88M Hold
20,263
– – 1.45% 17
2024
Q4 		$2.06M Buy
+20,263
New +$2.02M 1.56% 15

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Hopwood Financial Services's IVW Position: Q2 2026 in Review

Hopwood Financial Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 17,913 shares worth $2.46M. The position accounts for 1.43% of the portfolio, ranked #14.

Hopwood Financial Services first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 1,117 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Hopwood Financial Services held 17,913 shares of iShares S&P 500 Growth ETF worth $2.46M as of Q2 2026.
  • Hopwood Financial Services left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 1.43% of Hopwood Financial Services's portfolio in Q2 2026, its #14 holding.
  • Hopwood Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,117 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.